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iShares FTSE KLD Select Scil Idx shares owned by OLIO Financial Planning

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by OLIO Financial Planning from 13F filings

Historical chart of OLIO Financial Planning investment in iShares FTSE KLD Select Scil Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD Select Scil Idx held by OLIO Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by OLIO Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 2.3k 135.65
2025-06-30 $291k 2.3k 126.75

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View all positions for OLIO Financial Planning

Top funds holding iShares FTSE KLD Select Scil Idx

Pnc Financial Services
Morgan Stanley
Spinnaker Trust
Royal Bank of Canada
M^T Bank Corporation
TrueNorth
BlackRock
Ameriprise Financial
UBS Group
Acorns Advisers
Mission Wealth Management
Jpmorgan Chase & Co
Wells Fargo & Company
Mercer Global Advisors
Betterment

View all funds holding iShares FTSE KLD Select Scil Idx